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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

440 Regency Parkway Dr Ste 147, Omaha, NE 68114 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp. Lincoln NE 03/1984 Present
Ameritas Life Insurance Corp. Lincoln NE 03/1984 Present
Envision Wealth Network Omaha NE 04/1975 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 03/1984 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 03/1984 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 04/1975 → Present
    Envision Wealth Network
    Omaha, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *ENVISION WEALTH NETWORK; SAME AS BRANCH; INV REL; INSURANCE BUSINESS; AGENT; START DATE=04/1975; HRS/MO=160; TRADING HRS/MO=120; SALES TO INSURANCE CLIENTS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-04-26
  • S63 Uniform Securities Agent State Law Examination
    1994-04-26
Other Names
  • Dan Scholz

View on SEC IAPD

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